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A bit of reading and a couple of charts on the oil market
US housing is no longer the piggy bank
The irony of this chart: Greece is almost the only European country that reaches the 2% mark
Real interest rates are not low because of secular trends, according to this post
CAPE: useful or rubbish part XVII
The slow death of UK newspapers…
A ‘bit’ of reading on the agricultural outlook until 2025
And even a ‘bit’ more reading on international capital flows by the BIS (330 pages)
In my role as Head of the Global Allocations department at Robeco I see an awful lot of information, from charts to pictures, from the serious to the funny. A few years ago I thought it would be a neat idea to collect the pick of the crop and share them with a wider audience. This was driven by my enthusiasm about the industry and the often highly imaginative ways in which people share information. It seemed a shame to be at the receiving end of so much marvelous material only for it to be either filed or deleted at the end of the day.
A complete overview of all previous editions of Best of the Web can be found here http://lukasdaalder.com/. All links provided are collected from public websites, unless otherwise specified. I have not checked the data or information for accuracy used, and therefore do not guarantee that all data provided will be 100% correct. The links provided do not necessarily reflect my personal opinion and should be seen as general interest: oftentimes I do not agree with arguments presented, but nevertheless think it is worthwhile to read them. It is up to the reader to make up their own mind. Suggestions or discussions are more than welcome. Do not quote unless specifically checked beforehand!